Finding the Signal
Episodes
AI Networking - OCP Update
14 Oct 2025
Contributed by Lukas
The recent news that both $META and $ORCL had selected $NVDA ’s Spectrum-X for their AI Ethernet fabric initially sent a shiver down my spine....
Arista Networks - Analyst Day Thoughts
15 Sep 2025
Contributed by Lukas
$ANET hosted analysts recently and that market didn’t like what it heard. I think this dip is a buying opportunity.Here is a summary of my investme...
Micron - Breaking the Cycle?
12 Aug 2025
Contributed by Lukas
$MU just raised its Q4 2025 guidance. This puts Micron at a 2025 P/E ratio of around 15. Is Micron an emerging leader in High Bandwidth Memory (HBM) ...
Nebius - The AI Cloud Pure Play
10 Aug 2025
Contributed by Lukas
$NBIS crushed earnings last week. Here is why they aren’t just another cloud company, and why they will outcompete in cloud AI.Here is a summary of...
Lemonade is Reinventing Insurance
07 Aug 2025
Contributed by Lukas
Lemonade $LMND isn’t new on the scene. But the insurance-tech company has started hitting some key milestones.Here is a summary of my investment r...
Fluence - Redefining the Energy Grid
05 Aug 2025
Contributed by Lukas
The AI infrastructure boom is just getting underway. This requires a re-think of the energy grid as we know it. Fluence $FLNC provides grid scale bat...
Vertiv - Powering and Cooling the AI Supercycle
23 Jul 2025
Contributed by Lukas
The AI infrastructure boom is just getting underway. I’m looking at other ways to ride the wave in addition to the obvious plays like Nvidia. Vertiv...
What Went Wrong with UNH?
22 Jul 2025
Contributed by Lukas
A lot has been said about the crash in UNH. There are plenty of dip buyers - I think they are wrong in.Here is a summary of my investment research gen...
Oscar Health Investment Analysis
21 Jul 2025
Contributed by Lukas
I’m sure you’ve heard of Oscar Health ($OSCR). It’s doing the rounds as one of the current stock picks in the online investment community. But h...
The Investment Case for Uber
18 Jul 2025
Contributed by Lukas
The investment case for Uber. Why I believe uber stands to benefit the most from the autonomous vehicle revolution. This is a public episode. If you w...